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Add an account grouping to get access to MYOB's standard account allocations. Add as many unique account groupings as you need for your client base. For example, you may need to set up:

  • an account grouping for clients who use Essentials and an AE MAS chart of accounts, and
  • another account grouping for clients who use AccountRight and an agriculture chart of accounts, and so on.

When you're done adding an account grouping, you can customise MYOB's standard account grouping at a practice level or client level by allocating accounts to account groups.

You can also Separate debits and credits into different account groups.

To add an account grouping
  1. On the left side navigation bar, click Settings.
  2. Click Account grouping.
  3. On the top right of the page, click Add an account group.
  4. Complete the fields in the Add a configuration window.

    The new account grouping's chart of accounts will use, for a template, the ledger linked to the Client file.

  5. Click Add. The Add a configuration window closes, and the new account group is displayed on the Account groups list.

    Adding an account grouping applies MYOB standard account group allocations. You can change these allocations at a practice level by allocating an account or assigning a debit and credit to an account range. Other accounts will be unallocated, and you'll need to allocate these at a practice or client level.

    See an example of some of the grouping changes you can set up after you've added an account grouping.

To delete an account grouping
  1. On the left side navigation bar, click Settings.
  2. Click Account grouping.
  3. Hover over the account group that you want to delete and click the delete configuration icon () on the right of the page.
  4. Click Delete on the confirmation message.